RAMageddon Arrives: AI’s Endless Appetite Just Killed the PC Comeback

Most advanced silicon is still produced by a tiny handful of fabs, led by Taiwan Semiconductor Manufacturing ( NYSE:TSM ). These plants are already running at full throttle. Expanding capacity is not a matter of flipping a switch; it takes years and billions of dollars. Chipmakers have responded rationally: AI chips deliver dramatically higher margins than legacy PC parts. Why ship a consumer GPU for around $500 when you can sell a $30,000+ AI accelerator to a cloud services provider? Production lines are t ...